Virtually Live: 25 September 2026
Sep 25, 2026 · 12 min · 8 segments
Sep 25, 2026 · 12 min · 8 segments
In a way, I mean, obviously, we do have, most people do have exposure to equity, so it's not comfortable seeing equities head lower.
And it would be something I would be keen to back up with getting back into the market.
I think, you know, What we're seeing really is markets selling off on a more difficult economic outlook.
Yes, they're down well off the highs, but obviously the environment in Australia is looking much more difficult for them.
And obviously this really benign environment of bad and doubtful debts for them would very much have been changing, and you start to see that in some of their outlook statements.
So I think, again, what you're seeing in their falls is a... worsening environment.
That's kind of what I said throughout the year is with the big banks, you kind of tend to want to sell them when things are as good as they get and buy them when things are really difficult because it is, like many sectors, it is a very cyclical sector, the banking sector, and yet they were kind of being priced for perfection.
Anyway, kind of in a way continue to have wait to see if we do see this develop into something more serious.
I think our market's still only down 6% or 7% or so, so certainly nothing precipitous, but healthy nonetheless.
In a way, I mean, obviously, we do have, most people do have exposure to equity, so it's not comfortable seeing equities head lower.
And it would be something I would be keen to back up with getting back into the market.
I think, you know, What we're seeing really is markets selling off on a more difficult economic outlook.
Yes, they're down well off the highs, but obviously the environment in Australia is looking much more difficult for them.
And obviously this really benign environment of bad and doubtful debts for them would very much have been changing, and you start to see that in some of their outlook statements.
So I think, again, what you're seeing in their falls is a... worsening environment.
That's kind of what I said throughout the year is with the big banks, you kind of tend to want to sell them when things are as good as they get and buy them when things are really difficult because it is, like many sectors, it is a very cyclical sector, the banking sector, and yet they were kind of being priced for perfection.
Anyway, kind of in a way continue to have wait to see if we do see this develop into something more serious.
I think our market's still only down 6% or 7% or so, so certainly nothing precipitous, but healthy nonetheless.
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